AC

Arjuna Capital Portfolio holdings

AUM $402M
1-Year Est. Return 15.98%
This Quarter Est. Return
1 Year Est. Return
+15.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$3.38M
3
+$2.67M
4
WSM icon
Williams-Sonoma
WSM
+$2.03M
5
TGT icon
Target
TGT
+$1.84M

Top Sells

1
+$7.42M
2
+$6.53M
3
+$6.31M
4
AMGN icon
Amgen
AMGN
+$4.27M
5
TSLA icon
Tesla
TSLA
+$3.74M

Sector Composition

1 Technology 25.44%
2 Financials 13.68%
3 Healthcare 10.11%
4 Consumer Discretionary 8.9%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 0.98%
6,457
-718
27
$3.45M 0.96%
3,701
+644
28
$3.38M 0.94%
+42,114
29
$3.28M 0.91%
26,966
-2,768
30
$3.2M 0.89%
66,038
-18,873
31
$3.18M 0.88%
12,833
+7,082
32
$3.17M 0.88%
11,184
-1,200
33
$2.94M 0.81%
47,690
-3,536
34
$2.89M 0.8%
12,397
-229
35
$2.73M 0.76%
10,977
-915
36
$2.67M 0.74%
+3,973
37
$2.55M 0.71%
91,462
+30,851
38
$2.51M 0.69%
10,938
+4,177
39
$2.48M 0.69%
8,119
+3,025
40
$2.47M 0.69%
35,639
-1,878
41
$2.44M 0.67%
24,856
+12,084
42
$2.36M 0.65%
52,078
-34,711
43
$2.35M 0.65%
7,532
-13,712
44
$2.19M 0.61%
18,218
-1,414
45
$2.03M 0.56%
+12,846
46
$2.02M 0.56%
7,513
-8,878
47
$1.94M 0.54%
4,000
-1,541
48
$1.86M 0.51%
6,151
-188
49
$1.84M 0.51%
+17,677
50
$1.72M 0.47%
61,962
-4,310
1
2
3 4 5